> For the complete documentation index, see [llms.txt](https://threadly.gitbook.io/threadly/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://threadly.gitbook.io/threadly/integrations/attio.md).

# Attio

Connect Attio CRM to Threadly to build Dynamic Segments of Slack channels from your Attio record properties, and link new channels to Attio records. Pro feature.

## Overview

Attio is your central hub for managing customer relationships, from initial contact to loyal customer. By integrating Threadly, you can harness the power of your Attio data to streamline communication and improve efficiency.

Key benefits of the integration:

* **Dynamic Segments:** target Slack channels by any Attio attribute, such as industry, tier, owner or status, and keep them up to date automatically. See [Attio Segments](/threadly/groups/dynamic-conversation-groups/attio-segments.md).
* **Link channels to records:** with the [Channel Grouping Assistant](/threadly/seting-up-the-channel-grouping-assistant.md) on, Threadly offers to attach each new channel you join to an Attio record.

Attio is a Pro feature, connected once for the whole workspace by a Threadly admin.

## Setup

To connect Attio, you will be using a [Private Integration](https://developers.attio.com/docs/integrations) inside of your Attio instance. Here's how to create one:

From your Attio account, click the on your instance name at the top of the main navigation bar, and click **Workspace settings**. Then, click **Developers** on the lefthand sidebar. Once on the developer page, click **Create a new integration**.

1. Name your app. We'd suggest something to indicate this is your Threadly connector. Optionally, include the Threadly icon photo and a description.
2. Click **Scopes** at the top of the page
   1. Click **Records** and enable *Read-Write*
   2. Click **Object Configuration** and enable *Read*
   3. Click **Notes** and enable *Read-Write*
   4. Click **Comments** and enable *Read-Write*
3. Scroll down, and click **Access tokens**\
   \
   ![](https://uploads.help.center/669eec225e9bebb950ec3508/66cbd6fe53334cc906d5ee66/original/8J0EHSEVFV?t=1724635384280)
4. Hover over the token to copy it.

**Remember, your private access token is the key to your Attio instance!**

Now, head to Threadly (in Slack) > **Settings** > **Integrations**.

Find Attio under **Customer data** and click its button to open it. You'll be directed to Attio's page inside the Threadly app. Click the button at the top right to **Enter Access Token** from Attio.

Once you've entered your Access Token, there's one final step to ensure Threadly identifies the right field that holds your Slack channels. Click **Manage** to enter the object your Slack data is stored on, along with the internal/API name of the field.

For example:

Object: `companies`

Field: `slack_channel_id`

<img src="https://uploads.help.center/669eec225e9bebb950ec3508/66cbd6fe53334cc906d5ee66/original/UMD7U80YR2?t=1724635162996" alt="" width="75%">

And that's it! You've now connected Attio and Threadly and can begin leveraging your Attio data inside of Threadly.